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customerid on new custom entity RRS feed

  • Question

  • I know customerid is a special type of lookup with Opportunity. How do I create another customerid lookup with an custom entity (e.g. job) and map to opportunity customerid? I know how to do this for account or contact lookup, but not customer lookup. Any suggestion is appreciated. Thanks.

    P.

    Wednesday, March 4, 2009 4:16 PM

Answers

  • I am afraid that you cannot create a "customer" lookup in any entity.  Those are special for out of the box entities which MS delivers.  You have to create an account lookup and contact lookup on the custom entity.  once you do that, you can use javascript to only show one or the other based on certain rules.  Just a suggestion.
    Friday, March 6, 2009 5:54 AM

All replies

  • I am afraid that you cannot create a "customer" lookup in any entity.  Those are special for out of the box entities which MS delivers.  You have to create an account lookup and contact lookup on the custom entity.  once you do that, you can use javascript to only show one or the other based on certain rules.  Just a suggestion.
    Friday, March 6, 2009 5:54 AM
  •  

    Hi,

    You can achieve customer lookup field functionality but in unsupported way. Michael Hohne has a nice post on it;

    http://www.stunnware.com/crm2/topic.aspx?id=js34

     


    MS CRM MVP :: uMar Khan :: MS CRM Consultant (Blog :: http://umarkhan.wordpress.com)
    Friday, March 6, 2009 1:51 PM
    Moderator